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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $956,921 | $148,623+543.9% | $135,974+603.8% | $139,466+586.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 18.85% | 79.30%-60.4pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,627 | $5,246-30.9% | $4,859-25.4% | $4,754-23.7% |
| Participant deferral / active EE | $7,467 | $8,103-7.8% | $7,760-3.8% | $6,712+11.2% |
| Admin fee / account holder | $8,519 | $12,406-31.3% | $10,767-20.9% | $11,409-25.3% |